Get personalised advisory from home with OCBC Virtual Advice

About OCBC Virtual Advice

Get comprehensive financial advisory without visiting the branch. You can now speak with our personal financial consultants for advice on your investment or insurance needs virtually by filling out the form below.

To assist you better, we may contact you via a call or SMS to review your financial plans from the comforts of your own home.

WHY YOU'LL LOVE THIS
Easy access

Easy access

Convenient way to connect with a Personal Financial Consultant from the comforts of your home.

Convenient way to connect with a Personal Financial Consultant from the comforts of your home.

Personalised advisory

Personalised advisory

Comprehensive financial planning on your insurance and wealth products tailored for you.

Comprehensive financial planning on your insurance and wealth products tailored for you.

Secure service

Access a secure end-to-end service from advisory to purchase only if you wish to.

Access a secure end-to-end service from advisory to purchase only if you wish to.

HOW IT WORKS

Fill out form

Fill out form

Submit the form with the time you prefer to be contacted at and branch closest to you.

  • If no preferred timing is indicated, you will be contacted during typical working hours
  • Please include details of your query so we can provide the relevant financial planning to address your concerns

Let us contact you

We will contact you

Our personalised financial consultant will contact you based on the details you’ve provided.

Ask your queries

Ask your queries

We will address any queries you have on insurance, investments, depending on the interest you’ve indicated.

For your security, we will not make unsolicited requests for your personal, financial, bank account or credit/debit card information, or unsolicited requests that require you to login and verify your account validity, through email, mobile messages or on phone unless you have initiated the contact. Under no circumstances will the Bank ask you to reveal your PIN/Password.